+23.3%
BTDR vs TROW
-34.3%
+57.6%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.5% | -1.1% | -1.8% |
| 7D | +14.8% | -1.5% | +16.3% | +15.8% |
| 30D | +41.8% | -5.3% | +47.1% | +46.3% |
| 3M | -29.2% | +2.9% | -32.1% | -30.4% |
| 6M | +66.2% | +22.2% | +44.0% | +49.2% |
| YTD | +10.0% | +8.1% | +1.9% | +5.7% |
| 1Y | -11.0% | +5.8% | -16.8% | -13.2% |
| 3Y | +6.9% | +14.0% | -7.1% | +1.6% |
| 5Y | +24.7% | -38.3% | +62.9% | +18.1% |
| All | +23.3% | -34.3% | +57.6% | +17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling